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Technology Stocks : KEMET Corp. -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (772)	10/24/2000 1:36:08 PM
From: SJS	Read Replies (1) \| Respond to of 906

Mike, Not just the NSM warning. that's the top of the iceberg. Lest we forget a lower B2B from SIA..... hmmmmmm. I don't think that's KEM problem though. I've waited 2 earnings reports. Nothing's cookin here just yet. Steve

To: The Ox who wrote (772)	10/24/2000 2:04:17 PM
From: Bob Kim	Read Replies (1) \| Respond to of 906

ML used to have an explicit 12 month price target of $62-63. Now it's mentioned indirectly as 12-18 months and 15x F01E. If you do the math it's $63. A couple of things may be in play. One, the analyst may believe it is now pointless to further raise the price target in line with estimate increases as he has mostly done in the past; or two, he may be implementing ML's recent research directive to re-examine price targets, earnings estimates, and ratings, and make them reflect reality.